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iShares Russell 1000 Value Index shares owned by Grimes & Company

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Grimes & Company from 13F filings

Historical chart of Grimes & Company investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 9.9k 189.81
2024-06-30 $1.7M 9.9k 174.47
2024-03-31 $1.7M 9.7k 179.10
2023-12-31 $1.7M 10k 165.26
2023-09-30 $1.6M 11k 151.82
2023-06-30 $1.6M 9.9k 157.83
2023-03-31 $1.5M 9.6k 152.26
2022-12-31 $1.3M 8.7k 151.65
2022-09-30 $1.4M 10k 135.96
2022-06-30 $1.2M 8.1k 144.95
2022-03-31 $1.3M 8.1k 166.03
2021-12-31 $1.4M 8.4k 167.98
2021-09-30 $1.3M 8.1k 156.47
2021-06-30 $1.3M 8.1k 158.61
2021-03-31 $1.2M 8.0k 151.58
2020-12-31 $965k 7.1k 136.80
2020-09-30 $788k 6.7k 118.14
2020-06-30 $743k 6.6k 112.59
2020-03-31 $654k 6.6k 99.11
2019-12-31 $919k 6.7k 136.41
2019-09-30 $924k 7.2k 128.23
2019-06-30 $525k 4.1k 127.12
2019-03-31 $469k 3.8k 123.52
2018-12-31 $402k 3.6k 111.14
2018-09-30 $398k 3.1k 126.71
2018-06-30 $434k 3.6k 121.50
2018-03-31 $435k 3.6k 119.83
2017-12-31 $451k 3.6k 124.24
2017-09-30 $430k 3.6k 118.46
2017-06-30 $423k 3.6k 116.53
2017-03-31 $437k 3.8k 114.82
2016-12-31 $511k 4.6k 112.14
2016-09-30 $415k 3.9k 105.62
2016-06-30 $406k 3.9k 103.33
2016-03-31 $372k 3.8k 98.94
2015-12-31 $368k 3.8k 97.87
2015-09-30 $305k 3.3k 93.42
2015-06-30 $337k 3.3k 103.22

More positions owned by Grimes & Company

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Grimes & Company

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index